Morningstar has announced the winners for the 2024 Morningstar Awards for Investing Excellence UK. The awards recognise funds and asset managers that have served investors well over the long term and which Morningstar’s manager research team believes will be able to deliver strong risk-adjusted returns over time.
Commenting, Jonathan Miller, director of manager research UK, Morningstar, says: “the Morningstar Awards for Investing Excellence commend the industry’s fund offerings and investor-centric firms.
“Based on Morningstar’s forward-looking ratings for funds, the Morningstar manager research team carefully selects the winners across equity, fixed income, and multi-asset categories, as the leading funds within United Kingdom for investors. We’d like to congratulate all winners and finalists of this year’s awards.”
There are three types of Morningstar awards: the Morningstar Category Awards, the Morningstar Asset Manager Awards, and the Morningstar Asset Manager Sustainable-Investing Awards.
The 2024 Morningstar Awards for Investing Excellence award winners in UK are as follows.
Morningstar Category Awards Winners
• Best Europe ex UK Equity Fund: Comgest Growth Europe ex UK GBP SU Acc
• Best GBP Allocation: Royal London Sustainable Diversified Trust C Acc
• Best GBP Bond: Royal London Corporate Bond M Acc
• Best Global Equity Fund: Dodge & Cox Worldwide Global Stock GBP Acc
• Best UK Equity: Man GLG Undervalued Assets C Acc
Best Asset Manager Awards Winner
• Best Asset Manager: Vanguard
Best Asset Manager Sustainable Investing Awards Winner
• Best Asset Manager – Sustainable Investing: Impax Asset Management
Methodology
These awards are determined by a combination of risk-adjusted medium- to long-term performance track records and Morningstar’s forward-looking rating for funds, the Morningstar Medalist Rating™ including its Parent pillar component.
The Medalist Rating is set on a five-tier scale running from Gold, Silver, Bronze, Neutral and Negative at the share class level. The Morningstar Asset Manager – Sustainable Investing Awards are determined by a combination of Morningstar’s qualitative and quantitative sustainability research capabilities. The full methodology for the awards is available here.
